Financial Planner and investment group Tilney is set to acquire Midlands firm Index Wealth Management.

Fast-growing Octopus has revealed it is developing a new wealth management business as it looks to bring financial advice to more people.

Wealth manager Smith & Williamson has hailed its “solid financial performance” as it boosted profits and maintained funds under management.

Retirement wealth planning platform, James Hay, has strengthened its sales team with new appointments.

The managing director of a Cambridgeshire-based Chartered Financial Planner has been appointed the new chairman of a regional PFS committee.

Financial Planner and wealth manager AFH’s programme to help former members of the Armed Forces train to become IFAs has got off to a successful start, with the Ministry of Defence awarding it the Armed Forces Covenant bronze award.

Multi-family office Artorius Wealth Management has made a series of new appointments to help deliver its growth plans.

Wealth manager and Financial Planner Brewin Dolphin increased Financial Planning income by 17.8%, the firm’s latest figures have revealed.

Fiducia Wealth Management has appointed a Chartered Financial Planner as a new company director.

A wealth management firm is celebrating after it was awarded Chartered status by the Chartered Insurance Institute (CII).